Bridgend, Bridgend County Borough (Hybrid)
Unpaid role, expenses paid
Voluntary

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Job description

Do you want to share our passion for helping people to resolve their problems, and develop your leadership and strategic skills as a Board member in the process? Then we'd love to hear from you. Last year our team helped 6000 clients with over 93000 issues and demand is growing. 

Who are we?

We are part of the national Citizens Advice UK brand network, with a dedicated operational team of 40 staff and volunteers offering confidential advice to our community online, over the phone, and in person, free of charge. 

We are currently seeking a Trustee Treasurer to join our Board of Trustees to continue to deliver on our purpose and mission as a charity.

The role of a Trustee Treasurer

The Treasurer is a key Board member who is responsible for overseeing the Charity’s finances, and ensuring that fellow trustees can be confident that the Charity’s finances are used in the correct fashion and that the financial position of the organisation is secure. There is more detail about this on our website, including a Role Description, but in particular, alongside the general duties of a trustee, the role of Treasurer specifically involves

• Overseeing financial governance and strategy

• Working with our charity Finance Officer to ensure financial transparency; to develop and monitor realistic budgets and cash flow: and to maintain the charity’s financial sustainability

• Present financial data in an accessible format, and provide advice and guidance on financial matters, including risk, to the Board

• ensure that the organisation has an appropriate reserves policy 

• Lead our finance subcommittee

Who are we looking for?

You don’t need specific financial qualifications to be a Trustee Treasurer, but we are looking for someone with

• A strong background in finance  

• a good understanding of the principles of sound financial management and strategic planning (essential)

• some knowledge or experience of charity finances, fundraising, financial consequences and pension schemes (useful)

• good numeracy skills to understand accounts

• an ability to explain complex financial information in an accessible way

What is in it for you?

We are looking for someone who enjoys working in a team with diverse experiences, opinions. and ideas to ensure that we make a positive difference to the communities we serve.

A personal testimonial below from our current Treasurer provides a great insight into the role;

“I learned so much in the first short months of my tenure as a Trustee it was very gratifying that I soon felt that I was contributing in a positive sense, not just to the activities of the Board but through them to the many clients who were benefiting directly from the support of the brilliant management , support workers and advisors working for the charity.

One of the most rewarding aspects is being part of a team of people jointly addressing a thorny problem, often from differing angles, utilising their full set of skills to arrive at a satisfactory resolution.

If you are in the process of building a career, finding a charity whose values you share, and supporting them as a Trustee Treasurer is an excellent opportunity to develop skills and expertise that can benefit you further along the line and to do something good for your community at the same time.” 

Application resources
Posted by
Citizens Advice Bridgend County Borough View profile Organisation type Registered Charity Company size 21 - 50

Citizens Advice Bridgend provide free, confidential and impartial advice and campaign on big issues affecting people’s lives.

Posted on: 16 June 2025
Closing date: 14 September 2025 at 12:53
Tags: Finance, Accounting, Data Analysis, Governance / Management

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